Destiny Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Destiny Wealth Partners, LLC

$521 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$131.32 - $149.64 $150,624 - $171,637	-1,147 Reduced 58.88%	801 $0
Q3 2022 Oct 25, 2022	SELL	$128.93 - $159.38 $37,002 - $45,742	-287 Reduced 12.84%	1,948 $251,000
Q2 2022 Jul 15, 2022	SELL	$134.47 - $162.71 $295,834 - $357,962	-2,200 Reduced 49.61%	2,235 $304,000
Q1 2022 Apr 21, 2022	SELL	$151.25 - $169.21 $40,383 - $45,179	-267 Reduced 5.68%	4,435 $716,000
Q4 2021 Jan 20, 2022	BUY	$157.31 - $176.88 $5,820 - $6,544	37 Added 0.79%	4,702 $781,000
Q3 2021 Oct 28, 2021	SELL	$152.99 - $167.43 $64,714 - $70,822	-423 Reduced 8.31%	4,665 $747,000
Q2 2021 Jul 27, 2021	BUY	$156.91 - $173.97 $778,587 - $863,239	4,962 Added 3938.1%	5,088 $843,000
Q4 2020 Feb 05, 2021	BUY	$100.9 - $132.3 $12,713 - $16,669	126 New	126 $17,000

Others Institutions Holding IWN

# of Institutions

998

Shares Held

59.5M

Call Options Held

280K

Put Options Held

140K

About ISHARES RUSSELL2000 VAL ETF

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